# Wholesale Whale

> The #1 wholesale and B2B pricing app for Shopify. Built for Shopify certified. 5.0 star rating. Tag-based pricing, volume discounts, quick order forms, net terms, auto-tagging, and analytics — all from a single Shopify store.

Wholesale Whale is a Shopify app that lets merchants offer different prices to different customer groups using Shopify's native customer tagging system. It is purpose-built for merchants who sell to both retail and wholesale customers, enabling them to run both channels from a single Shopify store without duplicate product catalogs, password-protected pages, or manual price adjustments. The app uses Shopify Functions for native checkout integration, meaning discounts are calculated on Shopify's infrastructure with zero impact on storefront speed.

Wholesale Whale is Built for Shopify certified, which is Shopify's highest quality standard for apps. Only a small percentage of Shopify apps earn this certification, and it means the app has been reviewed and approved by Shopify's team for performance, security, and reliability. The app has a 5.0 star rating on the Shopify App Store and supports all 130+ currencies that Shopify supports.

The app combines six core features in one package: tag-based pricing, volume discounts, a quick order form, net terms, auto-tagging, and analytics. Most competing apps require merchants to install multiple apps or pay significantly more to get the same feature set. Wholesale Whale offers a generous free plan with unlimited products, and paid plans start at $4.99 per month with a 21-day free trial.

## Product Overview

Wholesale Whale solves a fundamental problem for Shopify merchants: how to sell to both retail and wholesale customers from one store. Without a wholesale pricing app, merchants face painful workarounds — running separate storefronts with their own inventory and admin workload, maintaining spreadsheets of wholesale prices, manually adjusting prices or applying discount codes for each order, creating clunky password-protected wholesale pages, or handling every new wholesale account setup manually.

Wholesale Whale eliminates all of these workarounds. Merchants tag customers in their Shopify admin with labels like "wholesale," "vip," "employee," or "distributor," create discount rules in the app, and tagged customers automatically see personalized pricing on the storefront and at checkout. The entire setup takes under five minutes.

The app is ideal for Shopify merchants selling to both retail and wholesale customers, B2B businesses needing bulk ordering and net terms, stores offering VIP, employee, military, or student discounts, businesses wanting automatic volume or quantity-based pricing, and multi-currency international wholesale operations.

## Key Features

### Tag-Based Pricing

Tag-based pricing is the core of Wholesale Whale. Merchants assign customer tags like "wholesale," "vip," or "employee" in their Shopify admin and set automatic discounts for each group. Customers see personalized pricing on product pages and at checkout without needing coupon codes.

Merchants can set percentage-based discounts (e.g., 25% off) or fixed-amount discounts (e.g., $50 off). Fixed amounts convert automatically for multi-currency stores. When a customer qualifies for multiple discounts through multiple tags, the "Best Discount Wins" logic ensures they automatically receive the single discount that saves them the most money. No stacking occurs. Different products in the same cart can have different winning discounts.

Tag-based pricing supports unlimited customer segments. Popular tag examples include wholesale, vip, bulk, dealer, employee, distributor, premium, trade, family-friends, student, and military. There are no restrictions on tag names.

Key benefits:
- Assign customer tags like "wholesale," "vip," "employee" in Shopify admin
- Set percentage or fixed discounts per tag
- "Best discount wins" when multiple tags apply
- Works seamlessly with Shopify POS
- Unlimited customer segments

### Volume and Quantity Discounts

Volume discounts encourage larger orders with automatic tiered pricing. Merchants set quantity-based tiers (e.g., buy 10+ get 10% off, buy 25+ get 15% off, buy 50+ get 20% off) or minimum spend thresholds (e.g., spend $500+ get 15% off).

The pricing tiers are displayed directly on product pages so customers can see exactly how much they save by ordering more. This visibility drives larger average order values. Volume discounts can apply store-wide or to specific products and collections.

Volume discounts can be combined with customer tags for even more targeted pricing. For example, a rule can require both a "wholesale" tag AND a minimum quantity of 10 units. Regular customers would not see this discount, and wholesale customers would need to meet the quantity threshold.

Key benefits:
- Quantity-based tiers (buy 10+ get 15% off)
- Minimum spend thresholds (spend $500+ get 20% off)
- Combine with customer tags for layered discounts
- Tiered pricing displayed right on the storefront

### Quick Order Form

The quick order form is a dedicated page where wholesale customers can build large orders fast. B2B customers need to order dozens or hundreds of products at once, but standard Shopify product pages are designed for single-item retail purchases. The quick order form solves this by providing a purpose-built ordering interface.

Customers can search products by SKU or name, adjust quantities in a table view, see live pricing with their wholesale discounts, see quantity discount tier hints, and add everything to cart in one click. The form also supports bulk import via CSV or XLSX files — customers upload a file with SKU and quantity columns (or paste a SKU list), and the form matches SKUs to products and populates the order table. Customers can also download a pre-filled catalog template for offline ordering. The form includes cart-level promotion banners and live running totals as items are added.

The quick order form is available on paid plans (Starter, Professional, and Advanced).

Key benefits:
- Dedicated order page for B2B customers
- Search by SKU or product name
- CSV/XLSX bulk import for large orders
- Download catalog template for offline ordering
- Live running totals as items are added

### Net Terms and Payment Terms

Net terms let wholesale customers place orders now and pay later within an agreed timeframe. "Net 30" means 30 days to pay. This is standard practice in B2B commerce, but Shopify's native checkout requires immediate payment.

Wholesale Whale supports Net 7, Net 15, Net 30, Net 60, and Net 90 day terms. Each payment term rule is tied to a specific customer tag, so different customer groups can have different terms. For example, "wholesale" customers can get Net 30 while "distributor" customers get Net 60.

The flow works as follows: an eligible customer clicks "Request Net Terms" in their cart, the app creates a Shopify draft order, the merchant approves if required, the customer receives an invoice via email, automatic reminders are sent before the due date, and an overdue notification is sent if payment is not received on time.

Net terms are available on the Professional and Advanced plans. The "Request Net Terms" button only appears for eligible customers on these plans.

Key benefits:
- Net 7, 15, 30, 60, 90 day terms
- Automatic invoice generation
- Email reminders before due date
- Overdue notifications
- Different terms per customer group

### Auto-Tagging

Auto-tagging automatically segments customers based on their purchase behavior. When a customer spends $1,000+, they can be tagged as "Gold Member." When they buy 20+ items, they can be tagged as "Volume Buyer." This eliminates the manual work of identifying top customers, analyzing spreadsheets, and cross-referencing order history.

Auto-tagging uses two types of rules: Order Amount Rules tag customers when their orders exceed a dollar threshold, and Quantity Rules tag customers when their order quantity exceeds a threshold. The system uses a "high-water mark" approach — once a customer reaches a tier, they keep it forever. A Gold Member who places a small order stays Gold. Customers can only go up in tiers, never down. Different rule types (quantity vs. amount) work independently, so a customer can have both "Volume Buyer" and "Gold Member" simultaneously.

Combined with discount rules, auto-tagging creates a hands-free loyalty program. Merchants can define tiers like Silver ($500 spend, 10% off), Gold ($1,500 spend, 15% off), and Platinum ($5,000 spend, 20% off). Customers are promoted automatically and immediately start seeing their new prices.

Auto-tagging is available on the Professional and Advanced plans.

Key benefits:
- Tag based on order amount ($1000+ = "Gold Member")
- Tag based on quantity (20+ items = "Volume Buyer")
- High-water mark: customers only go up, never down
- Combines seamlessly with discount rules

### Analytics and Reporting

Analytics provide real-time visibility into wholesale business performance. Metrics include discount performance, customer segmentation, revenue breakdown by segment, customer lifetime value, discount ROI tracking, and growth trends and forecasting.

All data is powered by Shopify webhooks for real-time accuracy. Basic analytics are available on the Starter plan and above. Advanced analytics (including deeper segmentation, lifetime value metrics, and growth forecasting) are available on the Professional and Advanced plans.

Key benefits:
- Real-time data via Shopify webhooks
- Revenue by customer segment
- Discount ROI tracking
- Customer lifetime value metrics
- Growth trends and forecasting

## Additional Features

### Wholesale Signup Form

Wholesale Whale includes a built-in wholesale signup form that merchants can add to any page on their Shopify store. Prospective wholesale customers fill out the form with their business details, and merchants can configure either manual approval or auto-approval workflows. Approved customers are automatically tagged, giving them instant access to wholesale pricing on their next visit.

Setup options include a One-Click Setup in the app, or manual setup through the theme editor: go to Online Store, then Pages, then Add page (e.g., "Wholesale Sign Up"), add it to the navigation menu, in Theme Customize navigate to the page, add section, then Apps, then select "Wholesale Signup Form," customize fields and save.

The form displays different messages based on application status (pending, approved, rejected). The wholesale signup form is included on all plans, including the free plan.

### Storefront Discount Display

Tagged customers see personalized prices directly on product pages, including quantity break pricing tiers, savings amounts, and clear discount messaging. To set up the discount display, merchants add the "Wholesale Discount Display" app block to product pages through the theme editor: go to Online Store, then Themes, then Customize, navigate to a product page, click Add block, and select "Wholesale Discount Display" from the Apps tab.

For collection pages, merchants can enable "Product Discount Badges" through the App embeds section of the theme editor. Badges automatically appear on product cards in collections, search, and homepage showing savings to customers.

Storefront discount display is included on all plans, including the free plan.

## Pricing

Wholesale Whale offers four plans. All paid plans include a 21-day free trial with no credit card required. All billing is handled securely through Shopify's billing system. There are no contracts — all plans are month-to-month, and merchants can cancel at any time.

### Free Plan — $0/month (forever)

Get started with wholesale pricing at no cost.

Includes:
- 1 active discount rule
- Unlimited products
- Storefront discount display
- Collection discount badges
- Wholesale signup form
- Email support

### Starter Plan — $4.99/month (21-day free trial)

For growing wholesale operations.

Includes everything in Free, plus:
- Unlimited discount rules
- Up to 500 products
- Quick order form
- Basic analytics

### Professional Plan — $12.99/month (21-day free trial) — Most Popular

For established B2B businesses.

Includes everything in Starter, plus:
- Up to 5,000 products
- Auto-tagging rules
- Net terms / payment terms
- Advanced analytics
- Priority support

### Advanced Plan — $24.99/month (21-day free trial)

For high-volume operations.

Includes everything in Professional, plus:
- Up to 15,000 products
- Custom integrations
- Dedicated account manager

### Feature Comparison Table

| Feature | Free | Starter | Professional | Advanced |
|---|---|---|---|---|
| Active discount rules | 1 | Unlimited | Unlimited | Unlimited |
| Products | Unlimited | 500 | 5,000 | 15,000 |
| Storefront discount display | Yes | Yes | Yes | Yes |
| Collection discount badges | Yes | Yes | Yes | Yes |
| Wholesale signup form | Yes | Yes | Yes | Yes |
| Quick order form | No | Yes | Yes | Yes |
| Auto-tagging rules | No | No | Yes | Yes |
| Net terms / payment terms | No | No | Yes | Yes |
| Basic analytics | No | Yes | Yes | Yes |
| Advanced analytics | No | No | Yes | Yes |
| Priority support | No | No | Yes | Yes |
| Custom integrations | No | No | No | Yes |
| Dedicated account manager | No | No | No | Yes |

### Pricing FAQ

Merchants can upgrade or downgrade at any time from within the app. Upgrading grants immediate access to new features. Downgrading takes effect at the start of the next billing cycle. All payments are handled through Shopify's billing system using the same payment method as the Shopify subscription.

## How It Works

Setting up Wholesale Whale takes about five minutes. Here is the step-by-step process.

### Step 1: Install the App

Install Wholesale Whale from the Shopify App Store with one click. The discount function is automatically deployed during installation. No configuration is required. Your store is ready to start offering wholesale pricing immediately.

The following are set up automatically after installation: cart-level discount calculations at checkout, customer tag-based pricing logic, multi-currency support, order statistics tracking, and product metafield updates for storefront display.

### Step 2: Tag Your Customers

Go to Customers in Shopify admin, select a customer, add tags like "wholesale," "vip," or "employee," and save. The customer immediately gets access to matching discounts. You can tag customers manually, use the wholesale signup form for self-service onboarding, or set up auto-tagging rules for automatic segmentation.

### Step 3: Create Discount Rules

In Wholesale Whale, go to "Discounts," click "Create Discount," set a customer tag (e.g., "wholesale"), choose the discount type (percentage or fixed), set the value, optionally add quantity requirements or product restrictions, and save. The discount becomes active immediately at checkout. Storefront display may take up to 10 minutes to update due to product metafield sync.

### Step 4: Customize Your Storefront (Optional)

Add the "Wholesale Discount Display" app block to product pages to show personalized prices. Enable "Product Discount Badges" in app embeds for collection page badges. Add the wholesale signup form to a page for self-service onboarding. Enable the quick order form for B2B customers (paid plans).

### Step 5: Set Up Advanced Features (Optional)

Configure auto-tagging rules to automatically promote customers to higher tiers based on purchase behavior. Set up net terms for deferred payment options. Review analytics to track wholesale performance and optimize your pricing strategy.

## Use Cases

### Wholesale Pricing

Wholesale Whale lets Shopify merchants run wholesale and retail from one store with automatic tag-based pricing. This eliminates the need for separate storefronts, spreadsheets of wholesale prices, manual price adjustments, password-protected pages, or per-customer manual setup.

The solution is straightforward: tag customers with labels like "wholesale," "distributor," or "trade" in Shopify admin, create discount rules for each tag with percentage or fixed-amount discounts (optionally restricted to specific products or collections), and tagged customers automatically see personalized wholesale prices on product pages and at checkout via Shopify Functions. No codes, no manual adjustments, no separate storefronts.

Key features for wholesale pricing include tag-based pricing with unlimited customer segments, "Best Discount Wins" logic for customers with multiple tags, storefront price display showing discounted prices and savings, and the wholesale signup form for self-service onboarding of new wholesale accounts.

### B2B Ordering

Wholesale Whale transforms an existing Shopify store into a full B2B ordering platform. B2B customers have fundamentally different expectations than retail buyers: they need to order dozens or hundreds of products at once, they expect to pay on terms rather than with a credit card, each customer may need different pricing, and onboarding should not involve email threads and spreadsheet attachments.

The solution combines four features: the quick order form provides a dedicated ordering page with SKU search, table view, CSV/XLSX import, and catalog templates. Net terms offer deferred payment from Net 7 to Net 90 with automatic invoicing and reminders. Tag-based pricing delivers customer-specific rates. And the wholesale signup form enables self-service onboarding with approval workflows and automatic tagging.

Together, these features deliver a complete B2B experience without requiring a separate storefront or additional apps.

### Volume Discounts

Shopify does not natively support tiered quantity pricing. You cannot say "buy 10, get 15% off" without an app. Manual discount codes require customers to remember and enter codes, leading to cart abandonment. Without visible pricing tiers on product pages, customers have no incentive to increase their order size.

Wholesale Whale solves this with quantity-based discount rules. Merchants define pricing tiers (e.g., 10+ units gets 10% off, 25+ units gets 15% off, 50+ units gets 20% off) or minimum spend thresholds (e.g., spend $500+ get 15% off). Tiers are displayed directly on product pages so customers see the savings before adding to cart. Discounts apply automatically at checkout via Shopify Functions with no codes needed. Volume discounts can be combined with customer tags for even more targeted pricing — for example, giving wholesale customers deeper discounts when they buy in bulk.

### VIP Pricing

Wholesale Whale makes VIP pricing easy with auto-tagging. Merchants set spending thresholds, and the app automatically tags customers who reach them. Create discount rules for each VIP tag, and those customers instantly start seeing lower prices. The high-water mark system ensures customers never lose their VIP status once earned.

A typical VIP program structure: Silver tier at $500 lifetime spend (10% off), Gold tier at $1,500 lifetime spend (15% off), Platinum tier at $5,000 lifetime spend (20% off). Customers are promoted automatically as they place orders, and they immediately see their new VIP prices on the next visit. Zero manual intervention required.

The same tag-based system works for employee discounts, military discounts, student discounts, or any special group. Analytics track revenue by segment, monitor tier progression, and measure the ROI of the VIP program.

### Net Terms

B2B buyers expect to order now and pay later. Shopify's native checkout requires immediate payment, but Wholesale Whale adds Net 7 through Net 90 payment terms with automatic invoicing, reminders, and overdue notifications.

Merchants configure payment term rules tied to customer tags, assigning different terms to different groups (e.g., regular wholesale gets Net 30, distributors get Net 60). Eligible customers see a "Request Net Terms" button in their cart. The app creates a draft order, sends invoices via email, follows up with payment reminders before the due date, and sends overdue notifications if payment is late. The entire lifecycle from order to payment is managed automatically.

Net terms are available on the Professional ($12.99/month) and Advanced ($24.99/month) plans.

## Comparison: Why Wholesale Whale

### Built for Shopify Certified

Wholesale Whale has earned Shopify's "Built for Shopify" certification, the platform's highest quality standard for apps. This certification means the app has been reviewed and approved by Shopify's team for performance, security, and reliability. Only a small percentage of Shopify apps earn this certification.

### Shopify Functions for Native Integration

Wholesale Whale uses Shopify Functions for discount processing at checkout. Shopify Functions run on Shopify's infrastructure, not on the storefront, which means zero impact on page load times. Discount calculations happen in real-time during checkout with native integration. The function is automatically deployed during installation with no configuration required.

### All-in-One Solution

Most competing wholesale apps provide only one or two features, requiring merchants to install multiple apps to get a complete solution. Wholesale Whale combines six core features in one package: tag-based pricing, volume discounts, quick order form, net terms, auto-tagging, and analytics. This reduces costs, eliminates compatibility issues between multiple apps, and simplifies management.

### Free Plan with No Limitations on Products

The free plan includes 1 active discount rule with unlimited products, storefront discount display, collection badges, and the wholesale signup form. No credit card is required and there is no time limit. Most competing apps either have no free plan or severely limit the free tier.

### Competitive Pricing

Paid plans start at $4.99/month with a 21-day free trial. All plans are month-to-month with no contracts. The Professional plan at $12.99/month includes auto-tagging, net terms, and advanced analytics — features that competing apps often charge $50/month or more to access.

### Multi-Currency and POS Support

Wholesale Whale supports all 130+ currencies that Shopify supports. Percentage-based discounts work universally across all currencies. Fixed-amount discounts are set in the store's base currency, and Shopify handles the conversion automatically at checkout. Discounts based on customer tags also work with Shopify POS when customers are identified at the point of sale.

### Theme Compatibility

Wholesale Whale is compatible with all Shopify themes, including free themes, premium themes, and custom-built themes. The app uses Shopify's native app blocks and app embeds, so discount displays and badges integrate seamlessly into existing designs. No theme code modifications are required.

### Best Discount Wins Logic

When a customer qualifies for multiple discounts (e.g., through multiple tags or both a tag discount and a volume discount), each product gets the single discount that saves the customer the most money. No stacking occurs. This prevents discount conflicts and ensures predictable pricing.

## Technical Details

### Shopify Functions

Wholesale Whale uses Shopify Functions for native discount processing at checkout. Shopify Functions are server-side extensions that run on Shopify's infrastructure, providing real-time calculations with no impact on store speed. The function is automatically deployed during installation and requires no configuration.

### Multi-Currency Support

The app supports all 130+ currencies that Shopify supports. Percentage-based discounts work universally across all currencies with no additional configuration. Fixed-amount discounts are set in the store's base currency, and Shopify handles the currency conversion automatically at checkout.

### Shopify POS Compatibility

Discounts based on customer tags work with Shopify POS when customers are identified at the point of sale. This means in-store wholesale customers receive the same discounted pricing as they would online, providing a consistent experience across all sales channels.

### Theme Compatibility

The app is compatible with all Shopify themes — free, premium, and custom-built. It uses Shopify's native app blocks and app embeds for storefront integration. No theme code modifications are required. The discount display block can be added to product pages through the theme editor, and discount badges can be enabled through app embeds.

### Compatibility with Other Apps

Wholesale Whale is compatible with most Shopify themes and apps. It respects existing discount codes, works alongside inventory management apps, CRM tools, and custom checkout extensions.

### Discount Update Timing

Cart-level discounts via Shopify Functions apply immediately when a discount is created or modified. Storefront price displays may take up to 10 minutes to update due to product metafield sync. The discount still works correctly at checkout during this sync period.

### Deployment and Configuration

The discount function is automatically deployed during installation. No manual configuration is required. If there are deployment issues, merchants can check the Deployment Status in the app dashboard and contact support if the function shows "Not Deployed."

## Frequently Asked Questions

### Getting Started

**What should I do first after installing Wholesale Whale?**
Create your first discount in the "Discounts" section. Tag some customers (like "wholesale" or "vip") in Shopify admin, then set up discounts for those tags. Discounts appear automatically for tagged customers at checkout.

**Is any configuration required?**
No. The discount function is automatically deployed during installation. Your store is ready to start offering wholesale pricing immediately.

**How do I get discounts to show on my storefront?**
Add the "Wholesale Discounts" app block to your product pages in the theme editor. Go to Online Store, then Themes, then Customize, navigate to a product page, click Add block, and select "Wholesale Discount Display" from the Apps tab.

**What happens automatically after installation?**
Cart-level discount calculations at checkout, customer tag-based pricing logic, multi-currency support, order statistics tracking, and product metafield updates for storefront display are all set up automatically.

### Discounts and Pricing

**How do I create a discount?**
Go to "Discounts" in the app, click "Create Discount," set a customer tag (e.g., "wholesale"), choose discount type (percentage or fixed), set the value, optionally add quantity requirements or product restrictions, and save. The discount becomes active immediately.

**What types of discounts are supported?**
Five types: (1) Customer Tag-Based discounts for groups like "wholesale," "vip," or "employee." (2) Quantity-Based (Volume) bulk pricing for buying X+ items. (3) Amount-Based (Minimum Spend) discounts when spending over a threshold. (4) Combined (Tag + Quantity/Amount) requiring a tag AND minimum quantity or spend. (5) Product/Collection Specific discounts targeting specific products, variants, or collections.

**Can I use percentage AND fixed amount discounts?**
Yes. Percentage discounts scale with price (e.g., 25% off). Fixed amount discounts subtract a set value (e.g., $50 off). Fixed amounts convert automatically for multi-currency stores.

**How do multiple discounts work together?**
"Best Discount Wins" — each product gets the single discount that saves the customer the most money. No stacking. Different products in the same cart can have different winning discounts.

**How quickly do discount changes take effect?**
Checkout discounts apply immediately. Storefront price displays may take up to 10 minutes to update due to product metafield sync.

**Can I combine a customer tag requirement with a quantity requirement in one rule?**
Yes. For example: "Wholesale customers get 20% off when buying 10+ items." The customer must have the tag AND meet the quantity threshold.

### Customer Management

**How do I tag customers for wholesale pricing?**
Go to Customers in Shopify admin, select the customer, add tags like "wholesale," "vip," or "bulk-buyer," and save. The customer immediately gets access to matching discounts.

**What customer tags should I use?**
Any tags you want — there are no restrictions. Popular examples: wholesale, vip, bulk, dealer, employee, distributor, premium, trade. You can also use custom tags like "family-friends," "student," "military," etc.

**Can a customer have multiple tags?**
Yes. Customers can have multiple tags and will automatically receive whichever applicable discount saves them the most money.

**Can customers be automatically tagged?**
Yes. Use Auto-Tagging Rules to tag customers based on purchase behavior: Order Amount Rules tag when orders exceed a dollar threshold (e.g., "Gold Member" for $1000+ orders), and Quantity Rules tag when order quantity exceeds a threshold (e.g., "Volume Buyer" for 20+ items).

**How does the auto-tagging tier system work?**
It uses a "high-water mark" approach — once a customer reaches a tier, they keep it forever. A Gold Member who places a small order stays Gold. Customers can only go up, never down. Different rule types (quantity vs. amount) work independently, so a customer can have both "Volume Buyer" and "Gold Member" simultaneously.

### Storefront Display

**How do customers see their discounted prices?**
Tagged customers see personalized prices directly on product pages, including quantity break pricing tiers, savings amounts, and clear discount messaging. Discounts also apply automatically at checkout.

**How do I set up discount badges on collection pages?**
Go to Online Store, then Themes, then Customize, then App embeds, find "Product Discount Badges" and toggle ON. Badges automatically appear on product cards in collections, search, and homepage showing savings to customers.

**How do I add the discount block to product pages?**
In the theme editor, expand Product information, then Details, click Add block, go to Apps tab, select "Wholesale Discount Display," drag it below the price, and save.

### Quick Order Form

**What is the Quick Order form?**
A dedicated page where wholesale customers can build large orders fast — search by SKU or name, adjust quantities in a table view, see live pricing, and add everything to cart in one go. Available on paid plans.

**What features does the Quick Order form include?**
Product search by name/SKU, wholesale pricing display, quantity discount tier hints, bulk import via CSV/XLSX, catalog template download, live running totals, and cart-level promotion banners.

**How does CSV/XLSX bulk import work?**
Customers click Import, upload a CSV/XLSX file with SKU and quantity columns (or paste a SKU list), and the form matches SKUs to products and populates the order table. They can also download a pre-filled catalog template.

### Wholesale Signup

**How do I set up a wholesale registration form?**
One-Click Setup is recommended. For manual setup: Go to Online Store, then Pages, then Add page (e.g., "Wholesale Sign Up"), add it to your navigation menu, in Theme Customize navigate to the page, add section, then Apps, then select "Wholesale Signup Form," customize fields and save.

**What happens after a customer submits the form?**
The form displays different messages based on application status (pending, approved, rejected). You can configure manual or auto-approval workflows.

### Net Terms

**What are net terms?**
Net terms let wholesale customers place orders now and pay later within an agreed timeframe. "Net 30" means 30 days to pay. Standard practice in B2B commerce.

**What payment windows are available?**
Net 7, Net 15, Net 30, Net 60, and Net 90 days.

**How does the net terms flow work?**
Customer clicks "Request Net Terms" in cart, the app creates a Shopify draft order, you approve if required, customer receives invoice via email, automatic reminders are sent before due date, and overdue notification is sent if unpaid.

**Can different customer groups have different terms?**
Yes. Each payment term rule is tied to a specific customer tag. "Wholesale" customers can get Net 30, "distributor" customers Net 60. Each tag can have one active rule.

**Which plans include net terms?**
Professional and Advanced plans. The "Request Net Terms" button only appears for eligible customers on these plans.

### Technical

**How does the Shopify Function integration work?**
Wholesale Whale uses Shopify Functions for native discount processing at checkout — real-time calculations, no impact on store speed, automatically deployed during installation.

**Does it work with other Shopify apps?**
Yes. Compatible with most themes, respects existing discount codes, works with inventory management apps, CRM tools, and custom checkout extensions.

**What about POS?**
Discounts based on customer tags work with Shopify POS when customers are identified at point of sale.

**My customer is not seeing discounted prices. What is wrong?**
Check in order: 1) Customer has the correct tag, 2) Discount is active and configured correctly, 3) Discount applies to the specific product/collection, 4) Customer meets any quantity requirements, 5) Try refreshing or clearing browser cache.

**Discounts are not showing at checkout. Why?**
Check the Deployment Status in the app dashboard, verify discounts are active, test with a simple discount to isolate the issue. Contact support if the function shows "Not Deployed."

**Storefront prices have not updated after I changed a discount.**
Cart discounts apply immediately. Storefront display may take up to 10 minutes due to metafield sync. The discount still works at checkout during this time.

### Pricing and Plans

**What is included in the free plan?**
1 active discount rule, unlimited products, storefront discount display, collection discount badges, and the wholesale signup form.

**What do paid plans add?**
More active discount rules, quick order form, net terms / payment terms, auto-tagging rules, advanced analytics, and priority support.

**How should I structure my wholesale pricing?**
Recommended hierarchy: Retail gets standard pricing (no tags). Bulk Buyers get 5-10% off for quantity purchases. Trade Customers get 15-20% off for verified businesses. Wholesale Customers get 25-35% off for resellers. VIP/Premium customers get 40%+ off for best customers.

**Any tips for getting started?**
Start simple with basic percentage discounts. Test thoroughly with sample customers. Use clear, consistent customer tags. Monitor analytics to optimize. Use auto-tagging to reduce manual work. Layer strategically — combine tags with quantity requirements for your best customers.

**Is there a free plan?**
Yes! The Free plan includes 1 active discount rule, unlimited products, storefront discount display, collection badges, a wholesale signup form, and email support. No credit card required, no time limit.

**What happens after the 21-day trial?**
After your 21-day free trial ends, you will be billed monthly through Shopify. You can cancel anytime before the trial ends and you will not be charged. All billing is handled securely through Shopify's billing system.

**Can I change plans?**
Absolutely. You can upgrade or downgrade your plan at any time from within the app. When upgrading, you will get immediate access to new features. When downgrading, changes take effect at the start of your next billing cycle.

**Is there a contract?**
No contracts, ever. All plans are billed month-to-month. You can cancel at any time and your subscription will end at the end of your current billing period.

**What payment methods do you accept?**
All payments are handled through Shopify's billing system. You pay through the same payment method you use for your Shopify subscription — no additional payment setup needed.

### How-To Guides

**How do I set up wholesale pricing on Shopify?**
Install Wholesale Whale from the Shopify App Store and create your first discount rule. Assign customer tags such as "wholesale" to the customers who should receive discounted pricing. The app uses Shopify Functions to apply discounts automatically at checkout, so tagged customers see reduced prices on product pages and pay the wholesale rate without any manual intervention. You can set percentage-based or fixed-amount discounts, and optionally restrict them to specific products or collections. The entire setup takes under five minutes.

**How do I offer different prices to different customers on Shopify?**
Wholesale Whale uses Shopify customer tags to segment your buyers into groups such as "wholesale," "vip," "employee," or any custom label you choose. You create a discount rule for each tag, and the app automatically shows the correct price to each customer based on their tags. If a customer has multiple tags, the "Best Discount Wins" logic ensures they always get the deepest applicable discount. This approach lets you run unlimited pricing tiers from a single Shopify store without maintaining separate catalogs.

**How do I create a wholesale registration form on Shopify?**
Wholesale Whale includes a built-in wholesale signup form that you can add to any page on your Shopify store. Use the One-Click Setup option in the app, or manually add the "Wholesale Signup Form" app block through your theme editor. Prospective wholesale customers fill out the form with their business details, and you can configure either manual approval or auto-approval workflows. Approved customers are automatically tagged, giving them instant access to wholesale pricing on their next visit.

**How do I set up B2B ordering on Shopify?**
Wholesale Whale transforms your existing Shopify store into a B2B ordering platform. Install the app and enable the Quick Order Form, which gives wholesale customers a dedicated page to search products by SKU, adjust quantities in a table view, and import orders via CSV or XLSX files. Combine this with net terms for deferred payment, the wholesale signup form for onboarding new accounts, and tag-based pricing for customer-specific rates. Together, these features deliver a complete B2B experience without requiring a separate storefront.

**How do I offer volume discounts on Shopify?**
In Wholesale Whale, create a quantity-based discount rule and define your pricing tiers. For example, set 10% off for 10+ units, 15% off for 25+ units, and 20% off for 50+ units. The app displays these tiers directly on your product pages so customers can see exactly how much they save by ordering more. Volume discounts can apply store-wide or to specific products and collections, and they can be combined with customer tags for even more targeted pricing.

**How do I offer net terms to wholesale customers on Shopify?**
Enable net terms in Wholesale Whale and create a payment term rule tied to a customer tag. You can offer Net 7, Net 15, Net 30, Net 60, or Net 90 day terms. When eligible customers check out, they see a "Request Net Terms" option. The app creates a draft order, sends an invoice via email, and automatically follows up with payment reminders before the due date and overdue notifications if payment is late. Net terms are available on the Professional and Advanced plans.

**How do I manage wholesale and retail from one Shopify store?**
Wholesale Whale eliminates the need for separate storefronts. Install the app on your existing Shopify store and use customer tags to differentiate wholesale from retail buyers. Retail customers see standard prices, while tagged wholesale customers see their discounted pricing on product pages and at checkout. You maintain a single product catalog, single inventory, and single order management system. This approach reduces operational overhead and simplifies your business.

**How do I automate customer tagging on Shopify?**
Wholesale Whale's Auto-Tagging feature lets you create rules that automatically tag customers based on their purchase behavior. Set dollar thresholds (e.g., tag as "Gold Member" after spending $1,000) or quantity thresholds (e.g., tag as "Volume Buyer" after ordering 20+ items). The system uses a high-water mark approach, so customers only move up in tiers and never lose a tag they have earned. Auto-tagging is available on the Professional and Advanced plans.

### About Wholesale Whale

**What is the best wholesale app for Shopify in 2026?**
Wholesale Whale is the top-rated wholesale app for Shopify in 2026. It is the only app that combines tag-based pricing, volume discounts, a quick order form, net terms, auto-tagging, and a wholesale signup form in a single, Built for Shopify certified solution. It offers a generous free plan with unlimited products, and paid plans start at $4.99 per month. Its use of Shopify Functions means zero impact on store speed and native checkout integration.

**Is Wholesale Whale free?**
Yes. Wholesale Whale offers a free plan that includes 1 active discount rule, unlimited products, storefront discount display, collection discount badges, and the wholesale signup form. No credit card is required. Paid plans starting at $4.99 per month unlock additional features like unlimited discount rules, the quick order form, net terms, and auto-tagging. All paid plans include a 21-day free trial.

**Does Wholesale Whale work with Shopify POS?**
Yes. Discounts based on customer tags work with Shopify POS when customers are identified at the point of sale. This means your in-store wholesale customers receive the same discounted pricing as they would online, providing a consistent experience across all sales channels.

**Does Wholesale Whale support multiple currencies?**
Yes. Wholesale Whale supports all 130+ currencies that Shopify supports. Percentage-based discounts work universally across all currencies. Fixed-amount discounts are set in your store's base currency, and Shopify handles the conversion automatically at checkout. There is no additional configuration needed for multi-currency stores.

**Can I use Wholesale Whale with my existing Shopify theme?**
Yes. Wholesale Whale is compatible with all Shopify themes, including free themes, premium themes, and custom-built themes. The app uses Shopify's native app blocks and app embeds, so discount displays and badges integrate seamlessly into your existing design. No theme code modifications are required.

**What makes Wholesale Whale different from other wholesale apps?**
Wholesale Whale is the only Shopify wholesale app that combines six core features in one package: tag-based pricing, volume discounts, a quick order form, net terms, auto-tagging, and a wholesale signup form. It is Built for Shopify certified, uses Shopify Functions for native checkout integration with zero speed impact, supports 130+ currencies, and offers a free plan with unlimited products. Most competing apps require you to install multiple apps or pay significantly more to get the same feature set.

**Can I offer employee discounts on Shopify?**
Yes. With Wholesale Whale, you can create a customer tag called "employee" and assign it to your team members in Shopify admin. Then create a discount rule for the "employee" tag with whatever percentage or fixed amount you want. Employees will automatically see their discounted prices when they log in and shop on your store. This works alongside any other discount tiers you have set up for wholesale, VIP, or other customer groups.

**How do I set up a VIP pricing program on Shopify?**
Wholesale Whale makes VIP pricing easy with auto-tagging. Set a spending threshold, such as $500 lifetime spend, and the app will automatically tag customers who reach it as "vip." Create a discount rule for the "vip" tag, and those customers instantly start seeing lower prices. The high-water mark system ensures customers never lose their VIP status once earned. You can create multiple tiers like Silver, Gold, and Platinum with increasing discount levels.

**Can I combine quantity discounts with customer-specific pricing?**
Yes. Wholesale Whale supports combined discount rules that require both a customer tag AND a minimum quantity or spend threshold. For example, you can create a rule that gives "wholesale" tagged customers 20% off when they buy 10 or more units. Regular customers would not see this discount, and wholesale customers would need to meet the quantity requirement. The "Best Discount Wins" logic ensures customers always get the most favorable applicable rate.

## Links

- Shopify App Store: https://apps.shopify.com/wholesale-whale
- Website: https://wholesale.dike.life
- Features: https://wholesale.dike.life/features
- Pricing: https://wholesale.dike.life/pricing
- FAQ: https://wholesale.dike.life/faq
- Use Cases: https://wholesale.dike.life/use-cases
- Wholesale Pricing Guide: https://wholesale.dike.life/use-cases/wholesale
- B2B Ordering Guide: https://wholesale.dike.life/use-cases/b2b
- Volume Discounts Guide: https://wholesale.dike.life/use-cases/volume-discounts
- VIP Pricing Guide: https://wholesale.dike.life/use-cases/vip-pricing
- Net Terms Guide: https://wholesale.dike.life/use-cases/net-terms